Remote Mortgage Collateral and Client Services Specialist

SitusAMC; Augusta (ME); Remote; USD 52,000 - 62,000; Full time

Job summary

SitusAMC is seeking a detail-oriented professional to support trade management and collateral-related services across multiple client trades and projects. You will create accurate reports, handle ad hoc requests, and ensure timely client communications.

Responsibilities include reviewing trade reports, resolving loan-level issues, and coordinating with cross-functional teams. A strong Excel and MS Office skillset, plus attention to detail, are required to succeed in this remote role.

Qualifications

• Bachelor's degree in a related field or equivalent combination of education and experience
• 3+ years’ experience or expert level knowledge in reviewing, assessing, and curing mortgage collateral documents
• Prior experience in Specialist I, Client Services Support I strongly preferred
• Some mortgage related document knowledge preferred
• Responsible for researching and solving loan or task level escalated issues and problems
• Attention to detail in the review and data entry of information from documents
• Attention to detail resulting in accurate, clear, and professionally formatted reports and/or correspondence for both internal and external clients
• Ability to compose professional correspondence independently for internal/external clients
• Ability to conduct web-based research finding sites and information independently
• Proficient in Excel; intermediate to advanced skills including the use of lookups, pivot tables and basic formulas in manipulating large amounts of data
• Proficient in Microsoft Office including basic functionality of Excel, Word and Outlook
• Exercises good judgment with access to confidential borrower data (SSN)
• Demonstrated customer service and interpersonal skills required for internal and external clients
• Fast and accurate data entry
• Makes some independent task level or loan level decisions after research and within delegated authority levels
• Self-motivated with the initiative to research, question, and apply information
• Independently organizes, tracks, and prioritizes assigned work including managing internal and external requests effectively and within acceptable timelines
• Performs quality control (QC) and review of others work
• Responsible for monitoring, reporting, and escalating the status of workflow timelines in adherence with internal and external service level requirements
• Maintains a positive attitude
• Ability to collaborate effectively and work as part of a team
• Ability to work under pressure in a fast moving, deadline driven environment
• Ability to work overtime including weekends as necessary in order to support and fulfill client timeline requirements

Responsibilities

• Creation and timely delivery, as defined by the client schedule/calendar, of accurate trade reporting to clients
• Complete any ad hoc reporting as needed and requested by Client and Trade/Portfolio Manager
• Ensure client reports are in good form and are provided to clients a minimum of 24 hours prior to the scheduled call
• Review trade level reports per the defined client schedule/calendar to ensure projects are progressing timely and tasks are updated properly. Communicate any issues found to Functional/Reconciliation/Chain teams
• Communicate directly with Functional/Reconciliation/Chain teams on high priority deals/tasks related to their assigned client(s)
• Evaluate and resolve loan level issues as assigned by other functional areas/Departments
• Identify any task coding and/or reporting discrepancies/issues noted during ongoing status report reviews and complete appropriate follow up to resolve the issue
• Validate chain of assignments for completeness, order assignments and/or Allonges as required related to assigned client tasks/portfolio
• Facilitate rush/one off requests for document creation/recording/cancellation/document retrieval received from client and internal departments and provide updates/feedback to the client
• Retrieval of images provided by custodian and seller and upload into CAM as well as coordination of pre-settlement timelines upon receipt of images
• Such other activities as may be assigned by your manager

Skills

Data entry

Attention to detail

Customer service

Communication

Teamwork

Mortgage knowledge

Reporting

Education

Bachelor's degree in a related field

Tools

Excel

Microsoft Office

Job description

SitusAMC is seeking a detail-oriented professional to support trade management and collateral-related services across multiple client trades and projects. You will create accurate reports, handle ad hoc requests, and ensure timely client communications.

Responsibilities include reviewing trade reports, resolving loan-level issues, and coordinating with cross-functional teams. A strong Excel and MS Office skillset, plus attention to detail, are required to succeed in this remote role.